Matthew Suby has been CCO of John F Suby Wealth Management since March 2019, is a control person of the firm and directly owns under 5% of it. Matthew Suby holds a Bachelor of Arts in Accounting from The College of St. Thomas and a Master's in Taxation from The George Washington University School of Government and Business Administration.
John F Suby Wealth Management LLC is a Madison, WI firm with $465M under management, 196 clients and 3 advisers across 2 offices, as of its August 2026 filing.
Matt Suby is a shareholder of the Suby Group and Chief Compliance Officer of Suby Group Wealth Management, serving its Madison and Rockford offices. He has a career spanning 30 years in accounting and tax matters. He specializes in solutions for individuals and businesses, particularly in the healthcare and dental industries and other small and medium-sized enterprises.
Matthew Suby’s longest registration is the current one, 17 years at John F Suby Wealth Management since 2009. Before joining John F Suby Wealth Management in 2009, Matthew Suby was registered through Sva Wealth Management, Inc.
- – present · 17 yearsRockford, IL · Adviser representative · Firm CRD 150824
- Sva Wealth Management, Inc.– · 10 yearsMadison, WI · Adviser representative · Firm CRD 105197
Professional designations
Listed by John F Suby Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Matthew Suby is registered as an investment adviser representative in 2 states. The first approvals date from August 2009; the most recent is Illinois, in August 2023.
- IllinoisSince 21 August 2023
- WisconsinSince 27 August 2009
Examinations
No examinations are on Matthew Suby’s record.
- Full name
- Matthew John Suby
- CRD
- 4537862
- Firm
- John F Suby Wealth Management · CRD 150824
- Role
- CCO
- Office
- 129 S PHELPS AVE, SUITE 902A, Rockford, IL 61108
- Registration
- Investment adviser registration
- In the industry since
- July 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jfswealthmanagement.com
Where does Matthew Suby work?
Matthew Suby has been CCO of John F Suby Wealth Management LLC since March 2019, and is a control person of the firm.
Is Matthew Suby a financial advisor?
Yes. Matthew Suby has a current investment-adviser registration in Illinois and Wisconsin, through John F Suby Wealth Management since August 2009.
How many years of experience does Matthew Suby have?
Matthew Suby has 27 years in the financial industry, since July 1999, across 2 adviser firms.
Where did Matthew Suby work before John F Suby Wealth Management?
Before John F Suby Wealth Management, Matthew Suby was registered through Sva Wealth Management, Inc., May 1999 to June 2009.
Where is Matthew Suby based?
Matthew Suby’s registered office is in Rockford, IL.
Is Matthew Suby registered with FINRA?
No. Matthew Suby has no current broker registration.
How can I verify Matthew Suby’s record?
Search CRD 4537862 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Suby’s full registration record.